Ad is loading...
MLPDX vs MLPFX
MLPDX vs MLPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLPDX vs. MLPFX commentary
Apr 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MLPDX is a Buy and MLPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 4.17B vs. MLPFX (2.21B). MLPDX pays higher dividends than MLPFX: MLPDX (6.65) vs MLPFX (5.47). MLPDX was incepted earlier than MLPFX: MLPDX (15 years) vs MLPFX (15 years). MLPFX (6.62) and MLPDX (6.56) have similar cost to investors . MLPFX is a more actively managed with annual turnover of: 20.00 vs. MLPDX (11.00). MLPDX (6%) and MLPFX (6%) have equivalent initial investment costs. MLPDX (1000) and MLPFX (1000) have matching initial minimum investment requirements. MLPFX annual gain was more profitable for investors over the last year : 19.36 vs. MLPDX (13.38). MLPDX (254.85) and MLPFX (251.31) have equivalent 5 years return.
| MLPDX | MLPFX | MLPDX / MLPFX | |
| Total Expense Ratio | 6.56 | 6.59 | 100% |
| Annual Report Gross Expense Ratio | 6.56 | 6.62 | 99% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 3.194 | 3.189 | 100% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 2.21B | 189% |
| Annual Yield % from dividends | 6.65 | 5.47 | 121% |
| Returns for 1 year | 13.38 | 19.36 | 69% |
| Returns for 3 years | 68.49 | 75.51 | 91% |
| Returns for 5 years | 254.85 | 251.31 | 101% |
| Returns for 10 years | 55.47 | 56.80 | 98% |
View a ticker or compare two or three
VS
VS
Ad is loading...